Partner program · payroll, PEO & HR consultants
Workers’ comp questions land on your desk. Send them to ours.
Every payroll client eventually asks about workers’ comp, and misclassified employees or missing coverage becomes your headache. We handle comp quotes, audits gone wrong, and pay-as-you-go setups — you stay the operations hero.
Referral moments you see every week
- A new client with employees and no workers’ comp
- Audit disputes and misclassified class codes
- Clients who want pay-as-you-go comp tied to payroll
- Benefits questions your firm doesn’t handle in-house
Insurance paperwork you already touch
Send these along with a referral and we can move immediately:
- Payroll by class code for comp quotes
- Current comp dec page and mod worksheet
- Claims/loss runs when remarketing
Two ways to get paid 💸
Commission split
30%
of the new-business commission we receive on policies bound from your referrals — paid monthly, for as long as your license stays active. Custom splits available for volume.
Requires an active producer license for the referred line & state. W-9, license copy, and E&O certificate collected at signup.
Referral fee
$100
per eligible referral — or the maximum your state allows if it’s less. Where the law says a fee can’t depend on a sale, it doesn’t: you’re paid per eligible referral, full stop.
Just a W-9 — required before your first payment. No license, no insurance paperwork.
Referral compensation for unlicensed partners is regulated state-by-state; we administer the program to comply with the law of the referred customer’s state.
The Partner Promise 🤝
Referral programs live or die on trust, so we put ours in writing — it’s Section 7 of the agreement, not just a slogan.
Your client stays your client
We serve the insurance need you sent — we never market your services’ competitors to them or sell their information. Ever.
Fast follow-up
Referrals get a real human response within one business day, and you get told what happened.
Transparent payouts
Monthly statements, monthly payments. You always know what a referral earned.
You get the credit
We tell your client you made this happen. Your referral makes you look good — that’s the point.
How it works
1 · Apply & sign 🖊️
Pick your track, eSign the partner agreement online, and upload your documents — five minutes, no printer.
2 · Send referrals 📨
Email or call your referrals in, or send clients straight to us — just make sure they mention your name.
3 · Get paid monthly 💵
Monthly statement, monthly payment. Splits pay when commissions land; fees pay per eligible referral.
Questions payroll, peo & hr consultants ask us
Can comp premiums sync with payroll runs?
Yes — pay-as-you-go workers comp bills from actual payroll each cycle, which kills the year-end audit surprise your clients hate.
A client’s mod seems wrong — can you check?
Send the mod worksheet; misapplied claims and wrong class codes are common and correctable.
Ready when you are.
Apply, eSign the agreement, and upload your documents in about five minutes.
Apply as a Payroll & HR Firm partner →